Proposify Successfully Completes SOC 2 Type 1 Examination | Proposify
Proposify Commitment to Security
“We take the protection of the data and documents of our customers and others who interact with our software very seriously,” said Kyle Racki, CEO of Proposify. “Our team has always been dedicated to data security through continuous compliance efforts and 24/7 system monitoring. That’s why we worked with 360 Advanced: to ensure that we meet and exceed industry standards.”
The examination complemented our other long-term compliance initiatives. Proposify has remained compliant with the UETA (1999), the ESIGN Act (2000), and eIDAS (eIDAS Regulation 910/2014/EC) since our electronic signatures feature was released more than six years ago. We have also remained GDPR compliant since 2018.
Proposify was audited against the AICPA Trust Services Criteria for Security, Availability, and Confidentiality. The SOC 2 Type 1 examination provided assurance that our controls were designed and placed into operation as of a point in time.
Find out more about Proposify’s commitment to security.
Pricing Plans
| ### Basic Start free trial |
### Team Start free trial |
### Business Book a demo |
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| ## Brand customization | |||
| Unlimited templates All accounts allow unlimited templates. |
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| Content library Create and share templates, sections, and images that can be pulled into documents. |
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| Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
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| Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
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| ## Content authoring | Basic | Team | Business |
| Online signatures All plans allow you to get documents legally e-signed |
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| Interactive quoting Allow prospects to alter the quantity or optional add-ons |
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| Client input forms Capture information from prospects by adding form inputs to your documents. |
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| Document Sends Create unlimited documents on all plans |
Unlimited | Unlimited | Unlimited |
| Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send. info |
1 collab seat included | 3 collab seats included | 5 collab seats included |
| ## Visibility | Basic | Team | Business |
| Notifications & metrics Get notified by email and see when prospects are viewing your document. |
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| PDF export Generate a PDF from any document that matches the digital version. |
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| Reports Get a full exportable table of all your documents with filtering. |
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| ## Integrations & API | Basic | Team | Business |
| Integrations Integrate with popular CRMs and Zapier |
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| Automations Set up automations using pre-built connectors or customize using the workflow builder |
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| Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure |
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| Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce |
$9/user/mo | ||
| Aspire integration Import contacts and field data from Aspire into documents in Proposify |
$9/user/mo | ||
| ## Process & control | Basic | Team | Business |
| Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document. |
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| Roles & permissions Lock down what users can and can't do by role. |
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| Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
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| Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
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| API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
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| ## Customer Success | Basic | Team | Business |
| Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST. |
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| Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify. |
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| Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. info |
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| Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |
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| Custom template design Our in-house designers will design an on-brand, professional proposal template to your satisfaction. info |
Learn more | Learn more | Learn more |